Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
285+ 2.2% |
$47.6K - $57.1K
|
13.2K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
284+ 15.25% |
$47.5K - $56.9K
|
2.15K
$555K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
283+ 14.6% |
$47.3K - $56.7K
|
2.22K
$575K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
283+ 0.79% |
$47.3K - $56.7K
|
36.2K
$9.38M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
283+ 2.34% |
$47.3K - $56.7K
|
12.4K
$3.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
281+ 12.04% |
$47K - $56.3K
|
2.62K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
281+ 9.39% |
$47K - $56.3K
|
3.27K
$847K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
277+ 0.61% |
$46.3K - $55.5K
|
45.5K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
277+ 3.53% |
$46.3K - $55.5K
|
8.11K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
277+ 12.06% |
$46.3K - $55.5K
|
2.57K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
276+ 7.13% |
$46.1K - $55.3K
|
4.15K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
275+ 0.57% |
$45.9K - $55.1K
|
48.1K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
274+ 56.03% |
$45.8K - $54.9K
|
763
$197K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
274+ 0.54% |
$45.8K - $54.9K
|
51.4K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
273+ 11.57% |
$45.6K - $54.7K
|
2.63K
$681K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
270+ 3.06% |
$45.1K - $54.1K
|
9.1K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
270+ 17.65% |
$45.1K - $54.1K
|
1.8K
$466K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
270+ 4.77% |
$45.1K - $54.1K
|
5.93K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
266+ 0.56% |
$44.4K - $53.3K
|
47.7K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
265+ 2.03% |
$44.3K - $53.1K
|
13.3K
$3.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
261+ 8.34% |
$43.6K - $52.3K
|
3.39K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
261+ 4.98% |
$43.6K - $52.3K
|
5.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
260+ 2.2% |
$43.4K - $52.1K
|
12.1K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
258+ 3.52% |
$43.1K - $51.7K
|
7.59K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
255+ 3.67% |
$42.6K - $51.1K
|
7.21K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
253+ 0.36% |
$42.3K - $50.7K
|
70.4K
$18.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
251+ 15.94% |
$41.9K - $50.3K
|
1.83K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
251+ 1.21% |
$41.9K - $50.3K
|
21.1K
$5.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
250+ 7.73% |
$41.8K - $50.1K
|
3.48K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
250New |
$41.8K - $50.1K
|
250
$64.7K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
250+ 8.34% |
$41.8K - $50.1K
|
3.25K
$841K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
248+ 6.59% |
$41.4K - $49.7K
|
4.01K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
247+ 20.31% |
$41.3K - $49.5K
|
1.46K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
245+ 3.45% |
$40.9K - $49.1K
|
7.35K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
245+ 0.77% |
$40.9K - $49.1K
|
32.2K
$8.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
244+ 5.15% |
$40.8K - $48.9K
|
4.98K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
243+ 4.08% |
$40.6K - $48.7K
|
6.2K
$1.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
242+ 3.87% |
$40.4K - $48.5K
|
6.49K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
241+ 1.97% |
$40.3K - $48.3K
|
12.5K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
238+ 1.56% |
$39.8K - $47.7K
|
15.5K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
237+ 3.89% |
$39.6K - $47.5K
|
6.33K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237+ 7.17% |
$39.6K - $47.5K
|
3.54K
$917K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
236+ 9.57% |
$39.4K - $47.3K
|
2.7K
$700K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
235+ 4.33% |
$39.3K - $47.1K
|
5.66K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
235+ 5.61% |
$39.3K - $47.1K
|
4.43K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
231+ 2.55% |
$38.6K - $46.3K
|
9.29K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
230+ 1.19% |
$38.4K - $46.1K
|
19.5K
$5.06M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
230+ 0.35% |
$38.4K - $46.1K
|
66.1K
$17.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
229+ 13.49% |
$38.3K - $45.9K
|
1.93K
$498K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
229+ 1.12% |
$38.3K - $45.9K
|
20.7K
$5.37M
|